IBHJ Institutional Ownership
iShares iBonds 2030 Term High Yield and Income ETF
1W: -0.6%
1M: -2.6%
3M: -3.5%
YTD: -3.1%
1Y: -2.9%
3Y: +22.4%
$25.51
+0.00 (+0.00%)
Weekly Expected Move ±0.5%
$25
$25
$26
$26
$26
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBHJ
58
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
75M
Total Invested
9
New Positions
25
Increased
14
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (59 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | 1,189,960 | $30M | +256,373 | +27.5% | 8Q | SEC ↗ |
| 2 | Marathon Mission, Inc. | 201,259 | $5M | -2,316 | -1.1% | 10Q | SEC ↗ |
| 3 | Chicago Partners Investment Group LLC | 200,057 | $5M | +10,553 | +5.6% | 2Q | SEC ↗ |
| 4 | BlackRock, Inc. | 163,931 | $4M | +103,855 | +172.9% | 5Q | SEC ↗ |
| 5 | LPL Financial LLC | 131,069 | $3M | +35,097 | +36.6% | 9Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 98,247 | $3M | +8,450 | +9.4% | 10Q | SEC ↗ |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | 91,670 | $2M | +6,510 | +7.6% | 4Q | SEC ↗ |
| 8 | Straight Path Wealth Management | 74,169 | $2M | +217 | +0.3% | 11Q | SEC ↗ |
| 9 | Integrated Wealth Concepts LLC | 73,955 | $2M | +15,558 | +26.6% | 7Q | SEC ↗ |
| 10 | MORGAN STANLEY | 73,573 | $2M | +4,534 | +6.6% | 9Q | SEC ↗ |
| 11 | First Western Trust Bank | 61,154 | $2M | +42,546 | +228.6% | 2Q | SEC ↗ |
| 12 | Ironwood Financial, llc NEW | 49,044 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 37,615 | $960K | +16,615 | +79.1% | 10Q | SEC ↗ |
| 14 | WRAPMANAGER INC | 27,776 | $709K | -3,267 | -10.5% | 11Q | SEC ↗ |
| 15 | Bullock Wealth Management Group | 25,829 | $659K | +5,718 | +28.4% | 3Q | SEC ↗ |
| 16 | FOCUSED ALPHA, LLC | 24,337 | $621K | +396 | +1.7% | 3Q | SEC ↗ |
| 17 | CAPTRUST FINANCIAL ADVISORS | 21,699 | $554K | — | +0.0% | 5Q | SEC ↗ |
| 18 | JANE STREET GROUP, LLC | 20,360 | $519K | +4,094 | +25.2% | 7Q | SEC ↗ |
| 19 | RAYMOND JAMES FINANCIAL INC | 19,219 | $490K | +1,641 | +9.3% | 7Q | SEC ↗ |
| 20 | MTM FINANCIAL GROUP, LLC NEW | 18,390 | $469K | — | +0.0% | 1Q | SEC ↗ |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | 17,110 | $436K | +3,945 | +30.0% | 4Q | SEC ↗ |
| 22 | Cetera Investment Advisers | 16,858 | $430K | -5,117 | -23.3% | 3Q | SEC ↗ |
| 23 | Lido Advisors, LLC NEW | 16,113 | $411K | — | +0.0% | 1Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 15,938 | $407K | -468 | -2.9% | 11Q | SEC ↗ |
| 25 | Segment Wealth Management, LLC | 13,805 | $352K | +880 | +6.8% | 2Q | SEC ↗ |
| 26 | Aspen Wealth Management LLC | 11,292 | $288K | — | +0.0% | 4Q | SEC ↗ |
| 27 | Belpointe Asset Management LLC NEW | 11,273 | $288K | — | +0.0% | 1Q | SEC ↗ |
| 28 | WELLS FARGO & COMPANY/MN | 11,264 | $287K | +732 | +7.0% | 2Q | SEC ↗ |
| 29 | Stockman Wealth Management, Inc. | 11,060 | $282K | — | +0.0% | 3Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 10,763 | $275K | +4,317 | +67.0% | 9Q | SEC ↗ |
| 31 | IFP Advisors, Inc | 10,750 | $274K | -276 | -2.5% | 7Q | SEC ↗ |
| 32 | Freestone Capital Holdings, LLC | 10,005 | $255K | -3,330 | -25.0% | 4Q | SEC ↗ |
| 33 | Ellis Investment Partners, LLC | 9,954 | $254K | +510 | +5.4% | 3Q | SEC ↗ |
| 34 | TABLEAUX LLC | 8,847 | $226K | -490 | -5.2% | 2Q | SEC ↗ |
| 35 | 1900 WEALTH MANAGEMENT LLC NEW | 8,694 | $222K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Quad-Cities Investment Group, LLC NEW | 8,672 | $221K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Guidance Point Advisors, LLC NEW | 8,091 | $206K | — | +0.0% | 1Q | SEC ↗ |
| 38 | STIFEL FINANCIAL CORP NEW | 7,620 | $194K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Orion Capital Management LLC | 5,000 | $128K | +2,000 | +66.7% | 4Q | SEC ↗ |
| 40 | Parallel Advisors, LLC | 3,376 | $86K | — | +0.0% | 2Q | SEC ↗ |
| 41 | CNB Bank | 3,304 | $84K | +154 | +4.9% | 3Q | SEC ↗ |
| 42 | BARRETT & COMPANY, INC. | 2,740 | $70K | — | +0.0% | 5Q | SEC ↗ |
| 43 | AE Wealth Management LLC | 1,658 | $42K | +1,538 | +1281.7% | 3Q | SEC ↗ |
| 44 | NewEdge Advisors, LLC | 1,119 | $29K | +732 | +189.1% | 3Q | SEC ↗ |
| 45 | High Note Wealth, LLC | 937 | $24K | -940 | -50.1% | 3Q | SEC ↗ |
| 46 | Blue Trust, Inc. | 755 | $19K | +12 | +1.6% | 7Q | SEC ↗ |
| 47 | Bogart Wealth, LLC | 563 | $14K | — | +0.0% | 3Q | SEC ↗ |
| 48 | HM PAYSON & CO | 377 | $10K | — | +0.0% | 4Q | SEC ↗ |
| 49 | Cherry Tree Wealth Management, LLC | 326 | $8K | — | +0.0% | 8Q | SEC ↗ |
| 50 | FIDUCIARY FINANCIAL ADVISORS NEW | 86 | $2K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Ironwood Financial, llc | 49,044 | $1M |
| MTM FINANCIAL GROUP, LLC | 18,390 | $469K |
| Lido Advisors, LLC | 16,113 | $411K |
| Belpointe Asset Management LLC | 11,273 | $288K |
| 1900 WEALTH MANAGEMENT LLC | 8,694 | $222K |
| Quad-Cities Investment Group, LLC | 8,672 | $221K |
| Guidance Point Advisors, LLC | 8,091 | $206K |
| STIFEL FINANCIAL CORP | 7,620 | $194K |
| FIDUCIARY FINANCIAL ADVISORS | 86 | $2K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| UBS Group AG | 48,095 | $1M |
| Keeler Thomas Management LLC | 28,357 | $723K |
| THREADGILL FINANCIAL, LLC | 9,621 | $245K |
| Stratos Wealth Partners, LTD. | 7,877 | $201K |
| Ascentis Independent Advisors | 2,600 | $66K |
| HAZLETT, BURT & WATSON, INC. | 681 | $17K |
| FMR LLC | 9 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | +256,373 | +27.5% | 1,189,960 |
| BlackRock, Inc. | +103,855 | +172.9% | 163,931 |
| First Western Trust Bank | +42,546 | +228.6% | 61,154 |
| LPL Financial LLC | +35,097 | +36.6% | 131,069 |
| COMMONWEALTH EQUITY SERVICES, LLC | +16,615 | +79.1% | 37,615 |
| Integrated Wealth Concepts LLC | +15,558 | +26.6% | 73,955 |
| Chicago Partners Investment Group L | +10,553 | +5.6% | 200,057 |
| BANK OF AMERICA CORP /DE | +8,450 | +9.4% | 98,247 |
| MERCER GLOBAL ADVISORS INC /ADV | +6,510 | +7.6% | 91,670 |
| Bullock Wealth Management Group | +5,718 | +28.4% | 25,829 |
| MORGAN STANLEY | +4,534 | +6.6% | 73,573 |
| OSAIC HOLDINGS, INC. | +4,317 | +67.0% | 10,763 |
| JANE STREET GROUP, LLC | +4,094 | +25.2% | 20,360 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +3,945 | +30.0% | 17,110 |
| Orion Capital Management LLC | +2,000 | +66.7% | 5,000 |
| RAYMOND JAMES FINANCIAL INC | +1,641 | +9.3% | 19,219 |
| AE Wealth Management LLC | +1,538 | +1281.7% | 1,658 |
| Segment Wealth Management, LLC | +880 | +6.8% | 13,805 |
| WELLS FARGO & COMPANY/MN | +732 | +7.0% | 11,264 |
| NewEdge Advisors, LLC | +732 | +189.1% | 1,119 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | -5,117 | -23.3% | 16,858 |
| Freestone Capital Holdings, LLC | -3,330 | -25.0% | 10,005 |
| WRAPMANAGER INC | -3,267 | -10.5% | 27,776 |
| Marathon Mission, Inc. | -2,316 | -1.1% | 201,259 |
| High Note Wealth, LLC | -940 | -50.1% | 937 |
| TABLEAUX LLC | -490 | -5.2% | 8,847 |
| ROYAL BANK OF CANADA | -468 | -2.9% | 15,938 |
| IFP Advisors, Inc | -276 | -2.5% | 10,750 |